In Sage Accounting, you can cancel a mandate for a customer. This prevents further direct debits from the customer and pauses all active recurring invoices, prompting corrective action. Before you start Consider the following information: - If you cancel the Pre-Authorized Debit payment request for an invoice, you can't raise another request against the same invoice. Create a new invoice with a future date and reverse the original invoice with a credit note or use account allocation to allocate a payment from a different bank account.
- If you cancel the customer's mandate, the recurring invoice template will be paused. If an invoice was issued before the cancellation, the payment may still be collected and included in a payout. If not collected and paid out, create a new invoice with a future due date and reverse the original invoice with a credit note.
Cancel a mandate from the Customer Contact - Go to Contacts, then Customers.
- Locate and click on the customer contact.
- Select the Payment Details tab.
- Under Payment Services, click Cancel.
- Confirm by clicking Confirm.
Once confirmed, the GoCardless mandate cancels, and a confirmation appears at the top of the page.
Cancel a mandate from the GoCardless dashboard - Go to Settings, then click Apps and Connections.
- Select GoCardless.
- Search for the customer you want to cancel the mandate for.
- Click Actions, then select Cancel Mandate.
- Confirm by clicking Confirm.
Once confirmed, the GoCardless mandate cancels, and a confirmation appears at the top of the page. If you wish to cancel a payment for a particular invoice, login to your GoCardless account and follow Cancel a payment. |